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What We Can and Cannot Prepare

VITA volunteers provide assistance and preparation services for several tax forms, but not all. While our volunteers can prepare most returns, including self-employment, education, investment income and/or unemployment benefits, some returns are considered out-of-score per IRS regulations. Please call 920-968-6044 if you have questions about eligibility for our VITA services.

Returns with any of the following are considered out-of-scope and CANNOT be prepared through VITA:

  • Acquisition or Abandonment of Secured Property (Form 1099-A)
  • Active military wages
  • Affordable Care Act Premium Tax Credit Shared Policy Allocation and Alternate Calculation in Year of Marriage (Form 8962 Parts IV and V)
  • Bankruptcy
  • Cancellation of Debt other than Credit Card (Form 1099-C)
  • Casualty Losses (Form 4684)
  • Children with Unearned Income (Form 8615)
  • Divorced in tax year
  • Farm Income/Loss (Schedule F)
  • Employee Business Expenses (Form 2106)
  • Household Employment Taxes
  • Married Filing Separately
  • Moving Expenses (Form 3903)
  • Out-of-State Returns
  • Rental Income, Estates, Trusts (Schedule E)
  • Sales of Assets other than stocks, mutual funds or the taxpayer’s personal residence
  • Self-Employment (Schedule C) with the following items:
    • Accrual Based Accounting
    • Business Use of Home Expenses
    • Depreciation
    • Expenses in excess of $35,000
    • Inventory
    • Net Loss
    • Prior Year Disallowed Passive Activity Loss
    • Taxpayer has Marketplace Premium Tax Credit
  • Stock sales (if sold more than 3 stocks)
  • Wisconsin Non-Resident and Part-Year Resident Returns (Form WI NPR)
  • See this list for less common items